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Mastering Money 7/11/25
There are approximately 17,500 companies in the United States, employing over 80 million people. About 6,000 of those companies trade on the various U.S. stock exchanges. The Standard & Poor’s 500 Index, known simply as the S&P 500, is a market-capitalization-weighted index of 505 of the largest, large-cap U.S. stocks. Why 505 not, 500 stocks? We’ll explore that question and more as we shed light on an index that went down nearly 20% in 2022, and which ten stocks did the most damage. Then health insurance and medicare expert Shelley Grandidge joins us. An info-packed show you don’t want to miss, MASTERING MONEY is on the air!!
Mastering Money 7/14/25
It’s a Larry Kudlow Monday! Today on Mastering Money we feature a special podcast edition of Larry Kudlow’s terrific nationwide podcast. Having served as an economist in two presidential administrations–Ronald Reagan and Donald Trump–and having been an ‘A-list’ commentator on the two top business stations–CNBC and Fox Business–Larry’s insights are on the money. In each podcast he interviews top thought leaders from the worlds of investments, government, and the private sector. Don’t miss today’s show with Larry and his special guest. MASTERING MONEY is on the air!!
Daily IQ Retirement Brief 7/14/25
Daily IQ Retirement Brief 7/14/25
Mastering Money 7/15/25
While many pundits are predicting a recession in the fall of 2023, many other very legitimate analysts believe we have already had one, and are now coming out of it. We’ll examine the evidence from a Bloomberg report in the Market Intel segment, then reveal how you can retire– STAY retired– and NEVER have to worry about a market crash as long as you live. A timely show you don’t want to miss, MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 7/9/25
Daily IQ Retirement Brief 7/9/25
SPECIAL PODCAST: Getting clear on your financial, estate, and tax plan for retirement:
Certified Financial Planner® Matt Zuccaro, who spent 25 years in wealth management with Schwab, joins Steve to review common mistakes to be avoided, and what to do now to help reduce your taxes, protect your estate, receive tax planning and preparation with no extra charge. Matt is now a senior advisor with Fullerton Financial Planning. Don’t miss this one, MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 7/3/25
Daily IQ Retirement Brief 7/3/25
Daily IQ Retirement Brief 7/7/25
Daily IQ Retirement Brief 7/7/25
Mastering Money 7/7/25
It’s a Larry Kudlow Monday! Today on Mastering Money we feature a special podcast edition of Larry Kudlow’s terrific nationwide podcast. Having served as an economist in two presidential administrations–Ronald Reagan and Donald Trump–and having been an ‘A-list’ commentator on the two top business stations–CNBC and Fox Business–Larry’s insights are on the money. In each podcast he interviews top thought leaders from the worlds of investments, government, and the private sector. Don’t miss today’s show with Larry and his special guest. MASTERING MONEY is on the air!!
Mastering Money 7/8/25
You may have heard that stock markets often climb a “Wall of Worry” to rise higher, even when the economy doesn’t look perfect. Why do stocks climb a “Wall Of Worry?” We’ll go into detail in the Market Intel Segment, then reveal a way to put a floor under your money when investing in the S&P 500 index. MASTERING MONEY is on the air!!
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Our Mission
Keeping Your Retirement Goals Front and Center
As we begin the planning process, your retirement goals remain our top priority. Clearly defining the kind of retirement you envision allows us to strategically align each asset with a specific purpose and timeline—ensuring your money works for you, when you need it.
At this stage, most of our clients have important questions, such as:
- Social Security: When is the best time to start collecting?
- Required Minimum Distributions (RMDs): How will they impact your taxes and income?
- Current Portfolio Review: What’s working, what’s not, and what adjustments make sense?
- Retirement Security: How protected are you from market volatility?
- Mutual Fund Concerns: Are they too risky for your retirement goals?
- Risk Reduction & Income Growth: How can you create more stability?
- Tax Strategies: How can you minimize your tax burden in retirement?
- IRA Rollovers & Roth Conversions: Are they the right move for you?
- Investments & Annuities: What role should they play in your financial plan?
- “Are annuities really safe?” (Hint: It depends on the type of annuity and how it’s structured.)
If you have additional questions, we’re here to answer them all—ensuring you feel confident and in control of your retirement future.
Getting Started
Step #1
Schedule
Schedule Your Free Retirement Review with an experienced advisor who focuses on retirement.
Step #2
Review
We evaluate your current situation and identify key action points — starting to develop your strategy.
Step #3
Plan
Once we arrive at the retirement strategy that is best suited for you, we go to work to make it reality
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